Jason Friedberg

speaker
803 appearances 8 recordings 2 series first heard Jun 2024 last heard 8 Jun

Jason Friedberg’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
3 · Nov OctJan 26AprJulnow

Recordings per month over the last 12 months — 7 in all, peaking in Nov 2025 with 3.

Appearances

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Is that quantifiable or is it still very much a subjective?
Is it quantifiable, assessing the management team?
Have you built a rubric for doing that?
No, it's still very subjective, qualitative.
Let me ask a question on screening.
I think you've said recently publicly that there's a lot of opportunities on the short side in the market right now for the first time in a long time.
How do you start top-down?
Is that a top-down or is it an opportunistic, something comes across the wire and you guys jump on it in kind of an event-driven way?
Or do you guys have kind of a systematic top-down approach to looking at the market and finding those opportunities?
But there's probably some boundary condition discount to that, right?
Like, we've never seen a valuation like this.
You can't overbet that.
All right, everybody, we're thrilled to have the one, the only Satya Nadella here, the third CEO of Microsoft for a impromptu fireside chat with David Sachs, our czar of AI and crypto.
Satya, third CEO of Microsoft, born in India.
What an incredible story.
Came here right after college.
And you had a little round trip to pick up your wife in your book to bring her here.
Tell everybody briefly how that occurred.
I wanted to ask you, having...
launched a co-pilot, first with GitHub, then having a co-pilot on the desktop.
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